Member webinar video library.
Watch Knox's webinar replay as he covers the Broad Market, TSLA, NFLX, NVDA, DDOG, and ENPH.
Timestamps:
00:00 – Broad Market
20:21 – Datadog
21:52 – Bitcoin
23:17 – Netflix
24:42 – Tesla
26:11 – Nvidia
29:56 – Enphase
33:08 – Q&A
Timestamps:
00:00 – Broad Market
21:08 – Microsoft
21:48 – Apple
24:11 – Amazon
25:14 – Alphabet/Google
26:30 – Meta
28:27 – Tesla
30:58 – Bitcoin
35:10 – Q&A
Timestamps:
00:00 – Broad Market
16:18 – Nvidia
18:44 – Bitcoin
23:19 – Tesla
30:26 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, MSFT, ENPH, AEHR, BTC, TSM.
Timestamps:
00:00 – Broad Market
08:39 – Netflix
10:15 – Microsoft
12:32 – Aehr
14:18 – Bitcoin
17:26 – Taiwan Semiconductors
19:55 – Enphase
23:10 – Q&A
In this video, the IOF team discuss what they expect in the upcoming Q1 earnings reports plus the weakest/strongest positions in the portfolio:
Timestamps:
00:00 – Introduction
01:41 – Knox's Presentation – Portfolio Overview
08:20 – Themes for 2023
10:52 – Beth's Presentation – What to Expect in this Webin
15:13 – IOF Portfolio: Bottom Line
20:00 – IOF Portfolio: Margins and Top Line
25:12 – IOF Portfolio: Valuations
29:56 – Conclusion on Portfolio
34:45 – Check-ins: Ad-Tech and Semiconductors
39:08 – Royston Presentation: Cloud, Renewables Check-ins
44:21 – Q&A
Watch the I/O Fund's 2022 Year in Review Webinar replay, where Beth, Royston, and Knox discuss our highlights, lowlights and the lessons learned from 2022.
Beth: Lowlights, Highlights and Lessons Learned
Knox: 2022 Portfolio Review
Royston: Current Portfolio Mix
Timestamps:
00:00 – Intro and Highlights
06:05 – 2022 Lowlights
12:26 – 2022 Lessons Learned – Part 1
18:18 – 2022 Lessons Learned – Part 2
26:09 – Estimated Returns
29:27 – Hedging in 2022
32:03 – Equity Wins in 2022
34:52 – NVDA
36:20 – AEHR
37:06 – NFLX
39:37 – Current Allocations
41:52 – Hedging into 2023
44:30 – Current Portfolio Mix
46:15 – Q&A
Watch the I/O Fund's 2022 Year in Review Webinar replay, where Beth, Royston, and Knox discuss our highlights, lowlights and the lessons learned from 2022.
Beth: Lowlights, Highlights and Lessons Learned
Knox: 2022 Portfolio Review
Royston: Current Portfolio Mix
Timestamps:
00:00 – Intro and Highlights
06:05 – 2022 Lowlights
12:26 – 2022 Lessons Learned – Part 1
18:18 – 2022 Lessons Learned – Part 2
26:09 – Estimated Returns
29:27 – Hedging in 2022
32:03 – Equity Wins in 2022
34:52 – NVDA
36:20 – AEHR
37:06 – NFLX
39:37 – Current Allocations
41:52 – Hedging into 2023
44:30 – Current Portfolio Mix
46:15 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, BTCUSD, AEHR, MGNI, ENPH, MSFT, NFLX.
Timestamps:
00:00 – Broad Market
18:42 – Bitcoin
23:18 – Magnite
24:26 – Enphase
27:55 – Microsoft
30:54 – Netflix
33:26 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, S, SNOW, ENPH, and AEHR.
Timestamps:
00:00 – Broad Market
13:40 – Enphase
15:04 – SentinelOne
18:29 – Aehr Test Systems
21:26 – Bitcoin
23:35 – FAANGs
29:14 – Q&A
Timestamps:
00:00 – Broad Market
11:07 – Nvidia
12:25 – Advanced Micro Devices
16:08 – Netflix
18:27 – Enphase
21:04 – Datadog
26:30 – Aehr Test Systems
29:15 – Snowflake
30:28 – Q&A
